How is Planfix different from generic ticket or project tools?

Most ticket and project tools stop at tasks and comments. Planfix combines intake, master data, automation, and reporting in one system that adapts to packaging and label work. You can model SKUs, artworks, tooling, and clients as connected records, then manage orders and claims on top of that structure. Planner, Data Tags, and Project Totals give you live views of jobs, costs, and scrap, not just lists of tickets. The result is traceable production, faster decisions, and fewer surprises.

Can we start small without rebuilding our whole process?

Yes. You do not need a big bang rollout. Most teams start with one shared inbox, a simple Planner board, and a few task templates for new orders and changes. Once people see that they can find any order and version in seconds, adding Data Tags, Objects, and reports becomes a natural next step. You can keep some spreadsheets at the beginning and replace them only when the team is ready.

How does Planfix help with quality claims and traceability?

Claims are much easier when you can see the full story of every job. Planfix records each order, version, check, defect, and claim in linked tasks and data tags. Incoming complaints arrive as tasks, follow a clear workflow, and collect the evidence you need. Reports and dashboards show trends in scrap, reruns, and complaint rates by client, SKU, or material. When a customer asks for traceability, you can show timelines and decisions in minutes instead of days.

Can Planfix connect to our existing press, MIS, or ERP data sources?

Planfix becomes the operational layer that sits beside your existing systems. You can bring data in with email, files, and webhooks, or connect through integration platforms such as Zapier and Make. Many teams start by importing SKUs, clients, and standard specifications from spreadsheets or existing databases into Directories, then link new orders to that master data. From there, you can add automations that create or update tasks when important events happen in external tools.

Packaging And Label Management Workspace

Keep Orders, Versions, and Quality in One Trusted System

Orders and changes arrive from sales, brand owners, and co-packers all day. Planfix centralizes every order, version, and quality event in one workspace. Requests and complaints become tracked tasks with the right client, SKU, and version already attached.

Centralize every request

Structured Intake

Capture every order and change request as a structured task so nothing enters production without clear details.

Linked Master Data

Link SKUs, artwork versions, tooling, and specs as connected records so teams work from one consistent source of truth.

One Quality Log

Record quality checks, non-conformances, scrap, and claims in a single log that is easy to search and report.

Capture and Qualify Every Order

Control Versions and Approvals

Plan Production with a Live Board

Log Quality and Learn from Every Run

Capture and Qualify Every Order

Every email or chat becomes a task with client, SKU, and due date already captured.

Task templates enforce required fields so incomplete orders are obvious to everyone.

AI Dataminer reads unstructured messages and fills mapped fields so data entry turns into review.

Standardize intake

Control Versions and Approvals

Objects model SKUs, artworks, and tooling as separate records linked to orders and tasks.

Status sets and transition rules keep a clear path from draft to approved to obsolete.

All proofs, comments, and approvals live on the right version so audits stay simple.

Keep versions clean

Plan Production with a Live Board

Planner shows orders grouped by press, shift, client, or ready state on one screen.

Moving a task between conditional lists updates owner, status, or press without extra clicks.

Calendars and workload views highlight conflicts early so you rebalance before you miss dates.

Use Planner boards

Log Quality and Learn from Every Run

Data tags record checks, defects, scrap, and claim outcomes on every job.

Claims from customers arrive as tasks and follow a clear, visible workflow.

Project totals roll up scrap, credits, and rework by client, SKU, or production line.

Reports show which versions, materials, or clients create the most issues and hidden losses.

Build quality reports

What you gain with Planfix

Clear intake pipeline

Every order lands in one structured pipeline so intake is clear, consistent, and rework drops across teams.

Version control you trust

SKUs, artworks, and approvals live in linked records, not scattered files, so version mistakes become rare exceptions.

Traceable claim handling

Quality data and decisions are logged in one place, which makes claim handling faster, fairer, and fully traceable.

Margins you can see

Project totals reveal real costs, scrap, and credits per client or SKU so you see and protect true margin.

Relief on the Floor

Relief because you know every press is running the right approved version, not a guess based on memory.

Confidence with Clients

Confidence when clients ask for traceability and you can show proof of versions and checks in minutes.

Calm Control

Calm control as changes and claims follow clear workflows instead of improvised, ad hoc conversations in scattered tools.

Fits Your Process

Configure fields, workflows, and objects for packaging work so Planfix matches your process instead of forcing new habits.

Start Small

Start with one inbox, one board, and a few templates so implementation feels light and proves value quickly.

Win Buy-in

Tasks mirror real conversations and files, while Client Dashboards reduce status calls so sales and operators feel supported.

Replace Scattered Tools with One Configurable System

Replace shared inboxes, spreadsheets, and generic ticket tools with one configurable system. Email to ticket, Objects, Planner, Data Tags, Project Totals, and Client Dashboards give you one place to run orders, versions, and quality with less chaos and more control.